AI & Finance™ | News for the Week Ending 6/19/26

Alorica Inc., a global customer experience (CX) leader, today announced initial results from its strategic partnership with Domu, a voice AI platform built for regulated, high-volume interactions. The joint initiative deploys AI-powered virtual agents into Alorica Financial’s Systems & Services Technologies (SST) Loan Management System (LMS), achieving early gains in payment conversion, self-service and servicing performance across loan operations. 

The deployment is anchored in SST’s primary servicing operations, where Domu’s virtual agent, Rebecca, handles inbound engagements including payments, balance inquiries, payoff quotes, account access and loan education. Operating 24/7 in English and Spanish, the solution expands availability while maintaining strict compliance, auditability and governance. 

Early results in SST’s portfolios demonstrate strong financial performance and scalability within a controlled rollout. 

APRIL announces the launch of its APRIL Moto application within OpenAI’s ChatGPT, becoming one of the first insurance providers to offer access to a personalised insurance quote directly through a conversation with artificial intelligence. 

This innovation marks a new chapter in insurance distribution. Users can now obtain a personalised insurance quote simply by interacting with ChatGPT, without having to complete complex forms or follow a traditional purchasing journey. 

The APRIL Moto application engages users in a conversation, gathers details about their vehicle, personal circumstances, and cover needs, then connects in real time to APRIL Moto’s pricing engines to generate a personalised quote tailored to their individual requirements. Users can then continue their journey and complete their purchase in just a few clicks. 

Coconut Software, a leader in Intelligent Branch Solutions for banks and credit unions, today announced the launch of Branch Workforce Management (bWFM), a new AI-powered solution designed to help banks and credit unions forecast demand, optimize staffing, and improve branch performance. 

Tailored specifically for financial institutions and built directly into Coconut’s core platform, bWFM helps branch leaders move beyond spreadsheets and gut-feel capacity planning toward a more intelligent, banking-specific approach to workforce optimization. 

DataDasher AI, an artificial intelligence platform built for financial advisors, today announced that wealth management executive Kevin Beard has joined its advisory board and made a significant investment in the wealthtech company. 

Beard brings more than 30 years of experience across advisor recruiting, enterprise growth strategy, and broker-dealer leadership. He co-founded Atria Wealth Solutions. 

DataDasher helps advisory firms automate meeting preparation, client summaries, and follow-up workflows while surfacing relevant client insights across their existing systems. The platform integrates with Redtail, Orion and Bento Engine, giving advisors a centralized workflow layer across meetings, notes and follow-up. It is SOC 2-certified. 

DeepVest, an AI-powered investment platform that enables CIO-level portfolio personalization for financial advisors, today announced the launch of its Firm-Level Governance Framework, a new enterprise governance layer that allows chief investment officers (CIOs), investment committees and compliance teams to define and control how AI agents operate across their organizations. 

This new framework enables firms to establish approved data sources, investment policies, approval workflows and output constraints that govern AI-generated analysis and recommendations. Investment teams can define how AI behaves before analysis is generated, ensuring outputs across research, portfolio analysis and client-facing recommendations remain aligned with firm-specific mandates. 

Fresh off the launch of Advisor Hierarchy and Behavioral Investment Suitability Analysis, which allow advisors to deliver more personalized, context-aware analysis at scale, DeepVest continues to expand its AI-powered investment platform with capabilities designed to support both personalization and oversight. As firms increasingly look to integrate AI into investment workflows, the Firm-Level Governance Framework addresses a critical challenge: ensuring AI-generated insights remain aligned with firm policies, regulatory requirements and fiduciary obligations. 

Destiny Wealth Partners and Destiny Family Office announced that Sean Beierly has joined the firm as Head of AI Products and Platform for Destiny Intelligence, the company’s newly formed artificial intelligence-focused entity designed to transform how wealth advisory firms leverage AI securely, compliantly, and at scale. 

Beierly brings to this position nearly 30 years of technology leadership experience spanning enterprise infrastructure, data science, machine learning, and AI innovation. He joins Destiny after serving as a leader on Amazon’s AI innovation team, where he designed production AI agents and led global AI enablement initiatives focused on automating complex business workflows. Prior to Amazon, Beierly spent more than two decades at Cisco Systems, advancing through senior engineering, technical marketing, business intelligence, and data science roles. 

Beierly will lead the development of AI systems and automation infrastructure designed to enhance advisor productivity, streamline operations, and unlock new capabilities across Destiny’s wealth management and family office ecosystem. His work will focus on connecting data systems, developing advisor “digital twins,” deploying client intelligence agents, and building the Destiny AI Operating System, a practitioner-built framework for advisory firms adopting agentic AI. 

Feathery, the AI data intake and workflow automation platform for wealth management, today announced Sequoia Financial Group has reduced custodial account opening times by 45% after implementing Feathery’s digital onboarding and workflow platform. Sequoia, a national registered investment advisor overseeing approximately $32 billion in assets as of March 31st, 2026, also cut Not-In-Good-Order (NIGO) submissions, helping advisors and operations teams spend less time correcting paperwork and more time serving clients. 

These outcomes point to significant operational and client-experience improvements through the Feathery platform, with its AI-native infrastructure built to adapt to existing processes at firms. As RIAs continue to scale and many firms grapple with legacy onboarding systems that create friction for advisors and clients, common industry pain points that include manual paperwork, duplicate data entry and delayed account openings are exposing the risk of fragmented systems during key transition events.  

Given the critical role onboarding plays in setting the tone for client relationships, firms face growing pressure to ensure household onboarding occurs as seamlessly as possible – making modernization essential to support scalable growth. 

FINNY Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of FINNY for Enterprise Teams, a new growth platform purpose-built for centralized marketing and business development teams at large wealth management firms. Mercer Global Advisors, (“Mercer Advisors”) recognized as the #1 independent fiduciary firm by Barron’s and the Best Overall firm for high-net-worth individuals by Wall Street Journal, served as the flagship enterprise user. Mercer Advisors is known for its consistent track record of attracting new families to its family office offering, and now utilizes a version of FINNY’s enterprise model that is built out with its own specific features and use cases. 

FINNY for Enterprise Teams allows a focused, centralized team to manage personalized prospecting, outreach and lead routing on behalf of hundreds of advisors at once—bringing consistency, efficiency and scale to organic growth. Built on two years of FINNY’s work with thousands of individual advisors, the platform extends those learnings and capabilities to the enterprise, enabling firms to generate demand more effectively while preserving a highly personalized, local advisor experience. 

Mercer Advisors engaged FINNY to support its dedicated prospecting outreach operating model and playbook through its broader centralized growth engine. What began as a pilot supporting a group of regional leaders has evolved into a rollout powering outreach to tens of thousands of prospective clients. The expansion reflects Mercer Advisors’ broader belief that more families should have access to fiduciary advice with unified and integrated wealth management designed to help them achieve long-term economic freedom. Mercer Advisors’ client development team identifies and thoughtfully matches prospective clients with advisors best suited to their needs, allowing advisors to stay focused on delivering high-quality, personalized advice. 

Flagstar Bank, N.A. (NYSE: FLG) (the “Bank”) today announced significant progress in its strategic technology transformation, establishing proprietary rights over its enterprise platform and novel AI system designed for regulated financial services. 

Recognizing that modernizing technology is critical to future success, Flagstar architected a purpose-built technology foundation with a deep understanding of financial regulatory requirements, reflecting how a modern regulated bank operates today. Rather than relying on third-party solutions, Flagstar’s approach reflects a broader institutional commitment to developing differentiated capabilities. As part of today’s announcement, the Bank has applied to obtain a trademark registration for the branding of its enterprise technology transformation platform, Flagstar S2 Platform™ — Simple and Sophisticated. 

The Flagstar S2 Platform™ represents the Bank’s unified technology transformation initiative which includes the consolidation of three legacy banking environments (Flagstar Bank, New York Community Bank, and Signature Bank), six data centers, and disparate technology stacks into a modern, integrated foundation. The platform delivers simplicity and elegance that reduces costs, improves customer and employee experience, and drives enterprise value. 

Flare AI, the leading AI deployment and governance platform built specifically for banks and credit unions, today announced the appointment of David Mitchell as President & Chief Strategy Officer. 

Mitchell brings decades of executive leadership experience across banking, fintech, and digital transformation. Throughout his career, he has founded and led digital banking initiatives, launched innovative financial technology platforms, and partnered with financial institutions to modernize operations, improve customer experiences, and drive sustainable growth. 

In his new role, Mitchell will oversee corporate strategy, market expansion, strategic partnerships, and customer success while helping shape Flare AI’s vision of becoming the operating system for AI adoption in financial services. 

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announces AI Meeting Scorecards. As wealth management firms face increasing pressure to maintain consistent advice quality while scaling operations, leaders are turning to automated conversation intelligence to capture data trapped inside daily client meetings. 

Automated scorecards make training highly scalable by instantly auditing behavioral indicators – tracking whether advisors establish an upfront agenda, measuring talk-to-listen balance, and replacing subjective feedback with structured metrics tied to exact timestamps. 

When leadership introduces high-margin service extensions like tax planning or insurance reviews, scorecards provide complete visibility by automatically scanning transcripts to confirm firm-priority initiatives are being actively presented and aggregating client objection patterns. Scorecards act as a systematic filter during introductory consultations – identifying assets, projecting first-year revenue against the firm’s fee schedule, and screening for behavioral traits that could over-consume back-office resources. 

HSBC and Google Cloud today announced a multi-year partnership to build and deploy AI capabilities across HSBC’s operations globally, accelerating innovation in areas such as hyper-personalised advice and financial crime risk management. 

This new collaboration will further accelerate the shift towards AI-enabled ways of working across HSBC’s global operations. HSBC will work with Google Cloud and Google DeepMind engineering teams to collaborate on new AI-powered tools and programmes, with access to Google’s latest agentic AI capabilities, including Gemini models and the Gemini Enterprise Agent Platform. 

The partnership is expected to enable more than 200 new AI HSBC use cases over the next two years. Along with simplifying processes, it will also support the identification and prioritisation of the highest value initiatives for investment and delivery at HSBC, each of which the bank estimates could return more than US$100m in either direct revenue gains or wider efficiency improvements. This is on top of an existing footprint of more than 600 HSBC applications already running on Google Cloud. 

Janus Henderson, a leading global active asset manager, today announced it is building a suite of AI-native tools to transform how it invests for and serves its clients, with Percepta, a General Catalyst transformation company, building the infrastructure and Anthropic’s Claude serving as the AI model layer. 

Janus Henderson manages nearly half a trillion dollars in assets for 75 million* clients worldwide, dedicating itself to helping clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. The firm’s view is that cutting-edge AI is most impactful when it enhances human expertise, empowering an even greater client-centric focus on investment and client service, which has differentiated Janus Henderson for over 92 years. 

PRISM is a global client intelligence and engagement platform for Janus Henderson’s distribution teams. Powered by Claude, it helps client-facing teams prioritize the right outreach, draw on internal and third-party data to understand what clients hold and need, and prepare personalized client communications, bringing a single, consistent tool to sales and marketing teams across regions. LIBROS is an AI-native research management tool for Janus Henderson’s investment teams. Powered by Claude, it synthesizes the firm’s internal research alongside external research and public market data, helping analysts and portfolio managers surface relevant signals faster and spend more of their time on judgment and investment decisions. 

KRM22, the technology and software investment company focused on risk management solutions for capital markets, today announced a strategic partnership with Sigma AI, a leading provider of AI-driven financial insights, to integrate advanced news sentiment analytics into its risk management application suite. 

The integration marks a significant enhancement to KRM22’s capabilities, enabling clients to incorporate real-time market sentiment insights derived from global news sources directly into their risk frameworks. By leveraging Sigma AI’s proprietary natural language processing and machine learning models, KRM22 will help firms better identify emerging risks, anticipate market-moving events, and make more informed trading and compliance decisions. 

As part of the first phase of the collaboration, KRM22 will embed Sigma AI’s news sentiment engine within its application suite. This will provide users with actionable intelligence, allowing them to monitor how sentiment across financial news impacts instruments, sectors, and portfolios in real time. 

LTX, an AI-powered corporate bond e-trading venue backed by global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR), today announced the launch of new agentic capabilities in its award-winning BondGPT application that enable users to create AI agents that advance investing and trading workflows on the LTX trading platform. Agentic capabilities include monitoring real-time market conditions, surfacing opportunities, and taking other predefined actions such as creating a trade ticket or launching a trade on their behalf. 

Beyond receiving fast answers to complex bond-related questions, BondGPT users can now easily create agents using simple instructions that can take trading workflow actions when user-defined market conditions take place. BondGPT agents can generate automated alerts, create trade tickets, make dealer selections, launch RFQs, accept prices to automatically execute, and other workflow tasks, all under trader-defined parameters and human oversight. BondGPT’s agentic AI-powered capabilities are designed to help users safely delegate select tasks while keeping the trader in control. Guardrails include human-in-the-loop approvals, policy-driven limits on trade size and scope, built-in explainability before all actions, and full auditability of all actions. 

The launch comes amid continued growth across the LTX platform, with Goldman Sachs, J.P. Morgan, TD Securities (through its subsidiary, TD Financial Products LLC), Morgan Stanley, and Bank of America recently joining as fully integrated liquidity providers. Together with more than 40 liquidity providers and 100 buy-side institutions on the platform, the expansion underscores growing industry adoption of LTX’s AI-powered trading ecosystem. 

The rise of AI has created new ways to buy and sell goods and services. Now it’s requiring a new class of payments. 

Mastercard envisions a future where businesses create services for AI agents to buy and use. Operating at machine speed, these agents could transact with each other continuously at high velocity, executing chains of transactions, including microtransactions. This shift could unlock a massive new wave of innovation, business models and economic activity, where any company, from solopreneurs to the largest enterprises, can become a virtual powerhouse. 

To enable this new form of commerce, Mastercard developed a new way to pay for these services: payments, some only fractions of a cent, to be completed quickly, programmatically and securely. Today, the company is introducing Agent Pay for Machines (AP4M), a new service that will allow these transactions to be permissioned, orchestrated and settled at machine speed across its global payments network. 

Mercury, the technology company providing radically different banking* for over 300,000 customers, today launched Mercury Command, a new way to complete financial work end-to-end with AI. With Command, customers can tell Mercury what to do in natural language, and the work gets done with their approval — check your cash position, change your auto-transfer rules, categorize transactions, send an invoice — all from a single conversation without navigating menus or switching between tools. 

Mercury Command removes the friction of integrating disconnected tools, jumping between dashboards, and manually exporting data into spreadsheets or AI tools. Mercury already sits at the center of customers’ financial lives — cards, invoicing, bill pay, spend management, and more. Because all of that lives in one place, Command has the full context needed to help surface insights and take action in the Mercury account. Command is built directly into Mercury, so every answer is grounded in real account data. 

Before any action, Command stages what it’s about to do and requires the customer’s explicit confirmation before it executes. Nothing moves, changes, or sends without human approval. Command is built on the customer’s existing Mercury permissions and controls, meaning it can only see and act on what each user is already authorized to access and see in their Mercury account. The same protections that secure the Mercury account apply to everything Command does. 

PennyMac Financial Services, Inc. (NYSE: PFSI) (Pennymac), one of America’s leading U.S. mortgage lenders and servicers, is expanding its strategic agreement with Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), to accelerate its transformation into an AI-driven mortgage technology leader. Building on years of successful collaboration, Pennymac is now leveraging AWS’ generative AI capabilities to upgrade the mortgage application and servicing processes. As part of this digital transformation, the company has developed conversational AI-powered virtual assistant capabilities, powered by Amazon Nova Sonic, to elevate the borrower experience. Additionally, the expanded agreement accelerates the cloud modernization of Plaisse, Pennymac’s mortgage servicing platform, across its operations. 

Pennymac’s digital modernization initiatives with AWS represent a comprehensive AI transformation strategy that moves past superficial integrations to transform the mortgage business. This corporate initiative is supported by substantial AWS engineering resources dedicated specifically to cloud-native, code-based optimization. The strategic alliance spans automated document processing, application upgrades, enhanced customer engagement, and data-driven decision-making capabilities. 

With AWS, Pennymac is making it easier for borrowers to apply, understand their options, and get answers quickly by replacing fragmented legacy processes with an immediate, conversational borrowing experience. Architected around advanced speech-to-speech capabilities powered by Amazon Nova Sonic, Pennymac’s proprietary Natural Language Virtual Assistant (NLVA) delivers real-time voice interactions for phone contacts. Through Pennymac’s intentional workflow engineering, the NLVA optimizes customer outreach by instantly engaging with users to identify new loan opportunities, deliver online application links, and schedule priority callbacks. This Pennymac-designed voice assistant provides around-the-clock responsiveness to handle after-hours calls and scale operations seamlessly, while human loan officers retain ultimate decision-making authority. 

Q4 Inc., the leading provider of AI-driven IR Ops software, today announced key platform enhancements designed to help investor relations (IR) and finance teams work more efficiently and strategically from a unified platform experience. With these new capabilities — including advanced contextual AI, integrated investor intelligence, and dedicated EU data residency infrastructure — Q4 helps teams eliminate the friction of fragmented workflows, centralize institutional knowledge, and support evolving regional compliance requirements, while operating with greater precision and control across critical IR activities. 

During high-stakes periods like earnings preparation, IR teams are often forced to act as “data herders” — manually tracking down and stitching together critical company knowledge scattered across disconnected files, presentation decks and internal documents. This not only slows teams down but also increases the risk of inconsistent messaging, missing context or manual error, at a time when accuracy matters most. 

Knowledge Base addresses this challenge by helping teams centralize and operationalize institutional knowledge more effectively. By allowing teams to upload and organize approved materials and reference documents, Knowledge Base creates a reusable intelligence layer that feeds Q, the AI engine behind the Q4 Platform. Organizations can customize Q to their unique business context by providing strategy documents, forecasts, organizational structures and other company-specific materials, enabling a more personalized, partner-like experience. Knowledge Base also allows teams to enrich Q with perception studies, research reports, expert analyses and other reference materials, providing additional context for more informed analysis and recommendations. 

The Responsible AI Institute, the world’s largest responsible AI non-profit and an independent organization with a decade of experience advancing trusted AI governance, today announced the launch of TrustX for Finance, a sector-specific assurance initiative designed to define how autonomous AI systems are evaluated, controlled, and approved for production in financial services. 

As banks and financial institutions prepare to deploy AI systems that can initiate payments, execute workflows, and act with delegated authority, traditional AI governance is no longer sufficient. These systems do not simply generate recommendations; they can take action. Institutions need a consistent way to classify their risk, define their authority, enforce operating boundaries, and generate evidence that those controls hold in practice. 

Across industries, AI is moving from advisory systems to agentic systems: software that does not simply generate outputs, but can plan, decide, and execute actions across enterprise environments. This shift is accelerating risk in two areas in particular. First, organizations are increasingly deploying AI through vendors and SaaS platforms, often without clear visibility into agent behavior, authority, tool access, or system reach. Second, frontier models with advanced coding, tool-use, and agentic capabilities are increasingly able to interact with internal tools and data through legitimate integration pathways. That access expands the potential blast radius when systems are misused, compromised, or misaligned. 

Rockefeller Capital Management (“Rockefeller” or the “firm”) announced they are building an AI-enabled platform for wealth management with Anthropic’s AI Claude model. 

The collaboration brings together Rockefeller’s experience serving ultra-high-net-worth individuals and families with Anthropic’s expertise in developing advanced AI systems. The organizations will work together to build reliable AI capabilities integrated directly into Rockefeller’s workflows, with a focus on extending the depth of insight available to advisors in serving clients. 

The announcement reflects a shared conviction that the application of AI in wealth management must be guided by judgment, shaped by context, and grounded in long-term relationships. Rockefeller’s approach is deliberate and disciplined, focused on enhancing the work of its advisors while remaining anchored by the standards of care, discretion, and responsibility that define the firm. 

Scienaptic AI, the world’s leading AI-powered credit decision platform provider, today announced its partnership with Socure, the leading global AI-native trust infrastructure for identity and risk intelligence. This collaboration brings together identity intelligence and credit decisioning, to reduce friction for good customers and prevent fraud at the point of origination. 

As fraud vectors grow increasingly sophisticated, encompassing synthetic identities, deepfakes, injection attacks, and fraud schemes, financial institutions face mounting pressure to assess risk holistically rather than through disconnected point solutions. This partnership directly addresses that gap. 

Socure’s RiskOS® is an orchestration platform with Socure’ native identity graph and best-in-class capabilities vertically integrated. RiskOS enables holistic fraud and identity assessments across over 200 integrations through a single user interface. By combining Socure’s AI-powered identity infrastructure, which processes 5 billion real-time risk decisions annually, with Scienaptic AI’s view of risk, lenders gain a consolidated fraud intelligence view that is actionable, explainable, and deeply integrated into credit outcomes. This partnership reflects a customer-centric approach to fraud detection providing the tools necessary to approve more good customers while minimizing risk, all through a single, connected platform to the entire ecosystem. 

SEI® (NASDAQ: SEIC) today announced the appointments of Sneha Shah as Chief AI Strategist, Michael Tryniszewski as Head of AI Orchestration, and William Coffey as Chief Data Officer (CDO), strengthening the company’s leadership as it scales AI across the enterprise and advances its data strategy to drive growth, expand new business opportunities, and improve client outcomes. 

As Chief AI Strategist and Head of SEI Next, SEI’s innovation unit, Shah will lead the company’s enterprise AI strategy and external market voice; guide strategic decisions on how SEI builds, acquires, and partners to expand its portfolio; and translate emerging technologies into long-term business value. Her team will also accelerate innovation across the client experience, agentic workflows, AI and data services, and strategic integration with fintech partners like Avantos. 

In his role as Head of AI Orchestration, Michael Tryniszewski will lead how AI is operationalized across SEI, working across product, technology, operations, risk, compliance, and business units. Reporting to Shah, he will be responsible for moving AI from exploration to responsible, real-world impact by integrating it into how SEI works, makes decisions, and delivers value for clients, helping shorten the path to production at enterprise scale. 

SEI® (NASDAQ: SEIC) today announced a significant investment in the technology roadmap for public and private market investment managers with the introduction of an enhanced, unified platform that improves data access, insights, and operational efficiency. The improved manager experience combines SEI Data Cloud, the firm’s centralized data foundation, with SEI Scope™, a next‑generation manager portal that brings workflows, analytics, and oversight together through intuitive, near real‑time visualizations. 

Built in close collaboration with global investment managers, the platform experience spans the full operational lifecycle, transforming how investment managers interact with their data and service teams. SEI Data Cloud provides a secure, scalable data foundation that ensures governance and accuracy, while SEI Scope builds on that foundation to deliver actionable insight through configurable workflows, analytics, and digital NAV drill‑down capabilities. Together, they power consistent reporting, configurable automation, and unified transparency. 

Alongside these enhancements, SEI continues to invest across its investment managers technology ecosystem, implementing Fenergo’s CLM platform to streamline AML, KYC, and client and investor onboarding processes. SEI also introduced integrated waterfall calculation and scenario analysis tools that connect directly to live fund data, enabling managers to model distributions in real time and gain clear insight into how operational decisions drive investor returns. 

Soraban, the innovation leader in tax workflow, announced today Prepare, the newest part of its tax workflow that gets work done. Unlike workpaper tools that bolt onto the rest of a firm’s stack, Prepare is connected to intake and data entry from the start. The moment a client uploads documents, the work begins. By the time an accountant sits down to review, source documents are organized, leadsheets are populated, and open items are drafted. 

For most firms, that head start doesn’t exist. Preparers rebuild the same return by hand every season, pulling documents out of spreadsheets, PDFs, portals, and email threads before any real tax work can begin. As volume climbs and teams stay lean, that organizing work eats the hours that should go to judgment. 

Manual edits are never overwritten, and AI-generated review items stay fully dismissible. Prepare brings the whole prep file into a single workspace organized around the binder, workpaper, and leadsheet.   

Suralink, the agentic automation platform for accounting firms and their clients, today announced the launch of Cloud Testing Suite, a new set of agentic AI capabilities that execute document validation and sample testing procedures in real time. 

Cloud Testing Suite brings two new AI agents deeper into the engagement workflow. Rather than waiting for engagement teams to manually initiate testwork, these agents begin working automatically when supporting documentation is uploaded. 

The Document Prescreen Agent automatically reviews uploaded client documents against original request criteria and identifies incomplete or inaccurate submissions. By catching issues at the point of receipt, Suralink empowers firms to significantly reduce rework. 

Visa (NYSE: V) today announced a strategic collaboration with OpenAI to enable secure Visa payments within agentic commerce, enabling seamless and trusted payments across OpenAI. The companies made the announcement at the Visa Payments Forum in San Francisco. Through the partnership, Visa will provide its global network, credentialing capabilities and security infrastructure to support agentic commerce experiences, helping consumers and businesses interact and transact with confidence. 

The collaboration is part of the broader Visa Intelligent Commerce initiative, which is focused on extending secure payment capabilities into new digital environments. Together, Visa and OpenAI will also explore a range of enterprise applications, including developer-focused experiences powered by Codex, as well as more automated and conversational workflows, as AI continues to evolve as an important interface for digital interactions. 

As part of the partnership, Visa’s payment capabilities will be integrated into OpenAI experiences, giving developers and merchants a streamlined way to accept Visa payments initiated by agents. Alongside OpenAI, Visa will deliver the underlying network, tokenization and risk capabilities that support trusted and secure transactions. 

At Visa Payments Forum 2026, Visa (NYSE: V) today announced new AI, stablecoin and token capabilities designed to help clients unlock the next generation of commerce. These innovations reflect a simple objective: ensuring trust, security and control evolve alongside increasingly fast, automated and intelligent commerce experiences. 

In a keynote presentation, Jack Forestell, Chief Product & Strategy Officer at Visa, outlined how two foundational shifts—artificial intelligence and stablecoins—are transforming both the front end and back end of money movement, and how Visa is enabling clients to participate. 

Visa detailed how AI is reshaping how transactions are initiated, authorized and trusted—while also accelerating how new commerce experiences are designed, developed and delivered, particularly as AI agents increasingly act on behalf of consumers and businesses. 

WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced it has raised $1 million in seed funding. The round was led by Cecure Corporation, a privately held financial services holding company co-founded by Robert S. Schwartz, and included participation from other strategic investors. 

Since its founding in 2025, WealthReach has grown rapidly, earning adoption across major enterprise platforms and among some of the largest firms in the wealth management industry. With the funding, WealthReach will scale its team and invest in the support and engineering infrastructure needed to keep pace with this accelerating demand. 

In addition to the fundraise, WealthReach has formed a strategic advisory board featuring some of the most respected executives across financial services and wealthtech. The board brings complementary expertise spanning growth strategy, marketing, operations and communications to support the firm’s next phase. 

Webull (NASDAQ: BULL), an online investment platform, today announced the successful launch of Webull Model Context Protocol (MCP) server, which since April has been enabling clients to interact with Webull’s OpenAPI using natural language AI commands without any programming knowledge. 

Since its initial launch two months ago, active traders on the Webull platform have been utilizing the MCP server to elevate their trading experience. Webull MCP server allows AI agents to connect to Webull’s sophisticated trading infrastructure and tools, empowering clients without any programming expertise to use plain-language instructions to query real-time market data, view account balances and positions, place, modify, and cancel orders, and query order history and order details. 

Webull MCP server extends advanced trading tools previously limited to developers and quantitatively-oriented users to a broader investors base. These powerful tools are available now to all clients in the U.S. and will be rolled out to clients in additional markets in the near future.